NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionRobertson Stephens Wealth Management, LLC
Latest Disclosed Ownership19,677 shares
Latest Disclosed Value $ 1,827,554
Robertson Stephens Wealth Management, LLC reports 18.60% decrease in ownership of NEE / NextEra Energy, Inc.

On April 28, 2026 - Robertson Stephens Wealth Management, LLC filed a 13F-HR form disclosing ownership of 19,677 shares of NextEra Energy, Inc. (US:NEE) valued at $1,827,600 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 24,174 shares of NextEra Energy, Inc.. This represents a change in shares of -18.60% during the quarter. The current value of the position is $1,689,074 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F NEXTERA ENERGY COM 65339F101 19,677 -4,497 -18.60 1,828 -5.82 0.0512
2026-02-02 2025-12-31 13F NEXTERA ENERGY COM 65339F101 24,174 6,411 36.09 1,941 44.78 0.0506
2025-11-12 2025-09-30 13F NEXTERA ENERGY COM 65339F101 17,763 -6,393 -26.47 1,341 -20.05 0.0405
2025-07-24 2025-06-30 13F NEXTERA ENERGY COM 65339F101 24,156 0 0.00 1,677 -2.10 0.0534
2025-04-17 2025-03-31 13F NEXTERA ENERGY COM 65339F101 24,156 -1,877 -7.21 1,712 -8.25 0.0589
2025-01-27 2024-12-31 13F NEXTERA ENERGY COM 65339F101 26,033 592 2.33 1,866 -13.21 0.0661
2024-11-12 2024-09-30 13F NEXTERA ENERGY COM 65339F101 25,441 3,953 18.40 2,151 41.35 0.0779
2024-08-13 2024-06-30 13F NEXTERA ENERGY COM 65339F101 21,488 3,254 17.85 1,522 30.56 0.0766
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 18,234 343 1.92 1,165 7.27 0.0618
2024-02-06 2023-12-31 13F NEXTERA ENERGY COM 65339F101 17,891 177 1.00 1,087 7.10 0.0660
2023-11-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 17,714 1,211 7.34 1,015 -17.16 0.0685
2023-08-11 2023-06-30 13F NEXTERA ENERGY COM 65339F101 16,503 -68 -0.41 1,225 -4.15 0.0866
2023-05-11 2023-03-31 13F NEXTERA ENERGY COM 65339F101 16,571 1,972 13.51 1,277 4.67 0.0983
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 14,599 91 0.63 1,221 7.30 0.1189
2022-11-14 2022-09-30 13F Nextera Energy COM 65339F101 14,508 -47 -0.32 1,137 0.89 0.1187
2022-08-12 2022-06-30 13F Nextera Energy COM 65339F101 14,555 -266 -1.79 1,127 -10.20 0.1063
2022-05-16 2022-03-31 13F Nextera Energy COM 65339F101 14,821 1,729 13.21 1,255 2.70 0.1054
2022-02-14 2021-12-31 13F Nextera Energy COM 65339F101 13,092 733 5.93 1,222 25.98 0.1028
2021-11-10 2021-09-30 13F Nextera Energy COM 65339F101 12,359 -4,177 -25.26 970 -19.90 0.1095
2021-08-17 2021-06-30 13F Nextera Energy COM 65339F101 16,536 1,019 6.57 1,211 3.24 0.1454
2021-05-07 2021-03-31 13F Nextera Energy COM 65339F101 15,517 1,741 12.64 1,173 10.45 0.1876
2021-02-10 2020-12-31 13F Nextera Energy COM 65339F101 13,776 10,375 305.06 1,062 12.62 0.2220
2020-11-10 2020-09-30 13F Nextera Energy COM 65339F101 3,401 400 13.33 943 30.97 0.2317
2020-08-12 2020-06-30 13F Nextera Energy COM 65339F101 3,001 -330 -9.91 720 -10.22 0.2077
2020-05-01 2020-03-31 13F Nextera Energy COM 65339F101 3,331 1,533 85.26 802 84.37 0.2739
2020-02-14 2019-12-31 13F Nextera Energy COM 65339F101 1,798 -352 -16.37 435 -13.17 0.2194
2019-11-14 2019-09-30 13F Nextera Energy COM 65339F101 2,150 650 43.33 501 63.19 0.2536
2019-07-31 2019-06-30 13F NEXTERA ENERGY COM 65339F101 1,500 -50 -3.23 307 2.33 0.2986
2019-05-15 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,550 50 3.33 300 14.94 0.2564
2019-02-12 2018-12-31 13F NEXTERA ENERGY COM 65339F101 1,500 1,500 261 0.2611
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.